Plan5500

Cleveland Hardware And Forging Co. Profit Sharing — Form 5500 plan (Cleveland Hardware & Forging Co)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cleveland Hardware And Forging Co. Profit Sharing is a benefit plan reported by Cleveland Hardware & Forging Co under EIN 34-1028784 and plan number 005. The latest loaded filing year is 2023. The filing reports 163 participants and $7,498,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cleveland Hardware & Forging Co
EIN
34-1028784
Plan number
005
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
Participants
163
End-of-year plan assets
$7,498,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20240321115746NAL0005188352001
2023176H, C20240321120044NAL0004143249001
2023174H, C20240321120213NAL0005190736001
2023176H, C20240321120640NAL0002552243001
2023156H, C20240321120809NAL0006661714001
2023143H, C20240321121107NAL0005198816001
2023182H, C20240321121235NAL0002290899001
2023177H, C20240321121534NAL0006678050001
2023154H, C20240321121703NAL0006681442001
2023111H, C20240321122001NAL0005157504001
2023123H, C20240321122130NAL0007200002001
2023119H, C20240321122428NAL0002294995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,080,780
Net assets (EOY)
$9,080,780
Net assets (BOY)
$8,080,628

Income & contributions

Employer contributions
$8,117
Participant contributions
$190,728
Total contributions
$198,845
Total income / additions
$1,239,239

Expenses & distributions

Benefits paid
$193,229
Administrative expenses
$45,858
Total expenses
$239,087
Net increase / (decrease)
$1,000,152

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$37,395$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$33,258$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$30,663$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$30,488$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$30,449$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$30,241$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$28,899$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$27,921$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$27,827$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$27,767$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$27,622$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$27,555$02023
Raymond James & Associates Inc.INVESTMENT ADVISOR$8,462not reported in the loaded dataset2023
FranklintempletonINVESTMENT PROVIDER$0$02023
Jp MorganINVESTMENT PROVIDER$0$02023
Mfs Investment ManagementINVESTMENT PROVIDER$0$02023
Pimco FundsINVESTMENT PROVIDER$0$02023
VanguardINVESTMENT PROVIDER$0$02023
Wells FargoINVESTMENT PROVIDER$0$02023
Wilmington TrustINVESTMENT PROVIDER$0$02023
InvescoINVESTMENT PROVIDER$0$02023
Massachusetts Mutual Life Ins. Co.CONTRACT ADMINISTRATOR$0$02023
American FundsINVESTMENT PROVIDER$0$02023
Dimensional Fund AdvisorsINVESTMENT PROVIDER$0$02023

Related Form 5500 pages